Agency Operations

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Available
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Instruction Hours 7
Topics Agency Operations
Programs Certified Insurance Service Representatives (CISR)
Start Date May 07, 2020
End Date May 07, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Components
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions 
Lake Havasu City, AZ
May 7, 2020
7:15 AM Registration
Quality Inn
271 S. Lake Havasu
Lake Havasu City, AZ 86403
928-855-1111

This event is being conducted by the IIA & Brokers of Arizona, Inc.

This course helps make you an indispensable team player in any insurance agency. As you work with colleagues and customers, you will do so with enhanced self-assurance and a greater understanding of the dynamics within insurance organizations. Also, understanding how agencies operate is essential training for both insurance agency and company personnel.

Topics Covered::

  • Legal & Ethical Requirements
  • The Insurance Agency
  • The Insurance Industry and Marketplace
  • Communication and Technology
  • Agency Workflow Components
  • Agency Workflow Steps
  • Account Management
  • Errors & Omissions 
Faculty

Faculty Name

Joni Fairbrother

Bio Detail

Joni Fairbrother is the Insurance Agents Professional Liability Program Administrator representing the IIAB of Arizona, and has been with the Association since 1984. Previously, Joni worked with Hastings Mutual Insurance Company in Hastings, Michigan, in their multi-lines commercial underwriting department. While attending Michigan State University, Joni began her insurance career processing claims with a health care administrator. Joni obtained her Property-Casualty License in 1974, and worked as a producer with an independent insurance agency prior to becoming an underwriter. She obtained her BS degree from Stratford University. Joni is the Association's instructor for the "License-Plus" classes, many of the CISR courses, member benefit seminars, as well as the Errors & Omissions Claim Prevention Seminars. She also assists in coordinating the education schedule for the Association, along with doing research for the classes and for special projects. Joni is a member of the Independent Insurance Agents & Brokers of America Professional Liability Committee, and the Task Force on Insurance Agent & Broker E&O Loss Control. She has also authored a number of articles on insurance technical matters as well as Agent E&O issues. Joni became a CIC in 1988, and received her RPLU (Registered Professional Liability Underwriter) in 1998.